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Wellington Shields & Co’s Occidental Petroleum OXY Stock Holding History

Wellington Shields & Co’s Portfolio OXY Stock Details OXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$475K Sell
7,300
-300
-4% -$15.1K 0.12% 153
2025
Q4 		$313K Buy
7,600
+300
+4% +$12.5K 0.08% 189
2025
Q3 		$345K Buy
7,300
+500
+7% +$22.6K 0.09% 176
2025
Q2 		$286K Hold
6,800
– – 0.08% 186
2025
Q1 		$336K Sell
6,800
-208
-3% -$10.2K 0.11% 162
2024
Q4 		$346K Hold
7,008
– – 0.11% 161
2024
Q3 		$361K Sell
7,008
-792
-10% -$45.2K 0.11% 157
2024
Q2 		$492K Sell
7,800
-3,500
-31% -$224K 0.16% 120
2024
Q1 		$734K Buy
11,300
+4,500
+66% +$269K 0.25% 101
2023
Q4 		$406K Hold
6,800
– – 0.15% 127
2023
Q3 		$441K Hold
6,800
– – 0.11% 128
2023
Q2 		$400K Sell
6,800
-1,000
-13% -$60K 0.09% 130
2023
Q1 		$487K Sell
7,800
-2,000
-20% -$124K 0.11% 122
2022
Q4 		$617K Sell
9,800
-1,000
-9% -$68.1K 0.14% 97
2022
Q3 		$664K Buy
10,800
+500
+5% +$32K 0.29% 79
2022
Q2 		$606K Buy
10,300
+2,800
+37% +$172K 0.15% 91
2022
Q1 		$426K Sell
7,500
-9,800
-57% -$433K 0.14% 133
2021
Q4 		$502K Sell
17,300
-3,500
-17% -$110K 0.1% 121
2021
Q3 		$615K Hold
20,800
– – 0.21% 98
2021
Q2 		$650K Sell
20,800
-500
-2% -$13.4K 0.21% 92
2021
Q1 		$567K Sell
21,300
-6,500
-23% -$163K 0.2% 96
2020
Q4 		$481K Buy
27,800
+300
+1% +$4.11K 0.17% 100
2020
Q3 		$275K Buy
27,500
+5,300
+24% +$74.7K 0.12% 136
2020
Q2 		$406K Buy
22,200
+1,800
+9% +$28.4K 0.18% 110
2020
Q1 		$236K Buy
20,400
+5,800
+40% +$191K 0.13% 131
2019
Q4 		$602K Buy
+14,600
New +$585K 0.27% 90

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return

Wellington Shields & Co's OXY Position: Q1 2026 in Review

Wellington Shields & Co reduced its Occidental Petroleum (OXY) stake by 3.9% in Q1 2026, selling an estimated $15.1K and leaving 7,300 shares worth $475K. The position accounts for 0.12% of the portfolio, ranked #153.

Wellington Shields & Co first reported a position in OXY in Q4 2019 and has held it in 26 quarters since. The position peaked at $734K in Q1 2024. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Wellington Shields & Co held 7,300 shares of Occidental Petroleum worth $475K as of Q1 2026.
  • Wellington Shields & Co sold 300 Occidental Petroleum shares in Q1 2026, an estimated $15.1K.
  • Occidental Petroleum made up 0.12% of Wellington Shields & Co's portfolio in Q1 2026, its #153 holding.
  • Wellington Shields & Co first reported a position in Occidental Petroleum in Q4 2019 and has held it in 26 quarters since.
  • Wellington Shields & Co's Occidental Petroleum position peaked at $734K in Q1 2024.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.